Pipedrive - Create Person/Organization if nothing is found in "find/search" step
Status: Closed · Asked by exaudium on · 0 views
Hi everyone, new to the forum and Pabbly Connect. I am moving everything over from Zapier at the moment and I am struggling to get a certain aspect of my old automations working.
I have a spreadsheet which gets filled with data from a contact form on my website. The new spreadsheet row then triggers Pabbly to talk to Pipedrive, creating a person, organisation, and a deal. In Zapier, you could create search steps for people and organisations to map the person/org ID to the deal, and would create a person/org if the search step found nothing.
I can't see how I would do this in Pabbly. "Routing" with branching logic seems like an inelegant solution, so wondering if anyone has found a better solution?
Thanks in advance.
Hey @exaudium
The best you can use is a router action step where you can create routes whereas you can create 2 routes whereas in the first route you can create a person and assign the organization, Deals accordingly if the person is not available via "PipeDrive: Find Person" action step on another route you can simply assign the organization and deal on it.
The Filter condition which you can use -
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Hey @exaudiumThe best you can use is a router action step where you can create routes whereas you can create 2 routes whereas in the first route you can create a person and assign the organization, Deals accordingly if the person is not available via "PipeDrive: Find Person" action step on another route you can simply assign the organization and deal on it.
The Filter condition which you can use -
Thank you for this. What if I want to find/create the person AND organisation? Surely I would end up with multiple steps in the two routes that are repetitive.
Is there a way I can have the end of router step go back to a single step that both outcomes will use?
Slightly confused why the actions are different compared to Zapier where this is very simple.
Hey @exaudium
Could you please tell us that you also want the custom fields in the action step of Pipedrive?
Hey @exaudiumCould you please tell us that you also want the custom fields in the action step of Pipedrive?
Hi @Supreme
Yes having custom fields dynamically appear would be fantastic!
Hey @exaudium
Thanks for the confirmation, we have forwarded your request to our tech team and they are currently looking into it.
We have added these actions in Pipedrive.
1. Get all Stages
2. Get Organization Fields
3. Find or Create a Person
4. Find or Create an Organization
5. Find or Create a Deal